Trevor Michael Richards
Investment adviser representative at Lord and Richards
9 yearsExperience
3 statesRegistered in
$128.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Lord and RichardsDec 2025 to now
- Lord and Richards Wealth Management, LLCDec 2025 to now
- Oxford Advisory GroupSep 2025 to Nov 2025
- Pasco County CorrectionsOct 2022 to Sep 2025
- Pasco County SheriffSep 2021 to Oct 2022
- Pinellas County SheriffSep 2020 to Sep 2021
- Feeding Tampa BayOct 2019 to Sep 2021
- Flooring.org, LLCAug 2017 to Oct 2019
- Mercedes BenzJun 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (CO, FL, TX).
Lord and Richards
Legal name: Lord and Richards Wealth Management, LLC
$128.8MAssets managed
1,228Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8180585
- Firm CRD
- 328907